Gmail
CRM Integration
Cut your data entry in half.
The Pipeline CRM fully integrates with G Suite/Google Workspace. Sync your Google Contacts, Gmail, and Google Calendar with leads, deals, and tasks in your pipeline. There’s no need to update details in two different apps – update once, update everywhere.
No credit card required.
Trusted by 18,000+ users around the world
grow
Top features to help you
automate your sales process
Allow your sales team to focus on their most valuable tasks
Email Campaigns & Tracking
Track all your email messages, opens, clicks, and downloads automatically as activities in your account.
Custom Fields
Prioritize the customer details that are most important to your business. You can create up to 25 custom fields that will automatically appear on every deal page.
Easy Integrations
From Gmail to QuickBooks, Pipeline CRM offers popular integrations with email providers, marketing, and sales software
Sales Forecasting
When you understand past trends, you’ll be able to confidently forecast the salespeople on track to hit quota.
Track Commissions
Automate sales commissions to reduce cost and increase transparency for remote sales teams.
Custom Deal Stages
Choose the default titles for stages: Qualified Lead, Proposal, Contract, and Signed. Or you can customize these deal stage titles to suit your team’s sales language.
Unlimited Files Storage
We offer unlimited data storage for growing sales teams without any data caps. Feel free to store all your documents, images, and communication records without additional charges.
User Permissions
Assign permissions for your team members to set what they can see and do within the application.
Mobile App
Pipeline CRM mobile CRM for iOS and Android helps you stay on top of your sales while you’re out doing your job.
Loss Tracking Technology
Which deals are headed for the danger zone?
Smart
Agenda
Cut back on time sucking admin + related guesswork.
20/20
Hindsight
What stealthy shifts are impacting your pipeline over time?
Email Performance Tracking & Templates
Don't let another deal fall through the cracks.
Track open and click rates to gain insights on which emails yield the best results. Then turn them into shareable, plug-and-play templates and watch your marketing ROI soar.
Easy
Integrations
Tools You Already Know How to Use
Seamlessly integrate or migrate.
Onboarding Services
& Data Migration
Our Customer Success team offers personalized training and guidance to ensure a successful CRM implementation.
Jeff Vaughn,
Vice President of Sales at Trailer Bridge
“Our sales process is so streamlined that we increased productivity 100%“
Marco Kristen,
Marketing Director at TENMAT
“Our sales went up 30% with the same amount of people and resources”
Kim Hicks,
Sales Administrator at Cornerstone Flooring